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54:08ENVlad Tenev on Ownership, Tokenization and AI TradingGuest Vlad Tenev · Host Sarah GuoRobinhood’s CEO discusses his vision for wider asset ownership, mathematical AI and agentic finance with Sarah Guo.
42:06ENData-Center Power, Financing and Compute: A Panel with Yixing Xu, Alex Yeh and Bruce LiuGuest Yixing Xu, Alex Yeh, Bruce Liu · Host Christina XuBuilders and an investor discuss transmission constraints, delivery delays, lease mismatches and the economics of selling compute.
41:02ENTheo on PewDiePie’s Local AI Project, Training Data and Model SafetyTheo, PewDiePieA reaction to the Ajax and Odysius project becomes a discussion of opt-in data, agent traces, fine-tuning and local model tradeoffs.
20:45ENJohn Stecher and Scott Worland on Building AI Systems That Can ChangeScott Worland, John Stecher · Norm AIThe Blackstone and Norm AI CTOs discuss data strategy, evaluations, production controls and when to wait for a better model.
1:01:05ENDiogo Almeida on Decision Models, Benchmark Fatigue and Agent ReliabilityGuest Diogo Almeida · Host Jacob EffronThe creator of Jev discusses structured decisions, model evaluation and the practical problems of building with AI agents.
42:40ENDaniel Terhorst-North: Use Generative AI to Go Broader, Not Just FasterDaniel Terhorst-North · Dan North & AssociatesA software practitioner shares how an AI-assisted teaching toolkit led him to “adjacent engineering,” larger test-first steps and external guardrails.
15:32ENEmil Chetty on Letting Payment Agents Act Within Customer-Approved BoundariesEmil Chetty · WiseWise’s data and AI product lead describes an immutable job agreement that lets agents choose steps while trusted payment services enforce customer authorization.
22:01ENReid Hoffman on the Midterms, Political Donations and Tech’s Public ResponsibilitiesHost Aria Finger, Reid HoffmanHoffman and Aria Finger discuss their interpretation of Democratic gains, campaign finance and the bargain between data centers and communities.
50:11ENHow Figma’s Finance Team Uses AI to Build and AutomateSeema Amble, Ivan Makarov, Praveer Melwani · Andreessen HorowitzCFO Praveer Melwani discusses finance workflows, human judgment, shared systems and the skills his team needs.
13:22ENHow Brainbase Improved a Competitor-Pricing Agent from 41% to 97%Milind Sunil Shah · BrainbaseMilind Sunil Shah describes an iterative workflow for collecting and evaluating competitor prices with a back-office agent.
32:01ENRonak Malde on Continual Learning from Real-World Agent TracesPat Grady, Lauren Reeder, Ronak Malde · Sequoia CapitalTrajectory’s co-founder explains its training platform, two research directions and his vision for adapting models to company-specific work.
1:05:23ENTyler Cowen and Richard Hanania Read Nostromo, Then Debate Politics and MediaGuest Richard Hanania · Host Tyler CowenThe two readers disagree over Conrad’s characters and political vision before discussing crime, Shakespeare and the information environment.
26:47ENWhat Weight-Space Programming Experiments Show—and Their LimitsMatthew Berman · Forward FutureMatthew Berman reviews experiments in which a frontier model reads, repairs and writes other networks’ weights, from small game policies to a targeted language-model edit.
3:19:24ZH → EnglishYe Hongxin and Luo Yonghao on Building Aircraft, Scooters and LaifenGuest 叶洪新 · Host 罗永浩Laifen’s founder recounts early ventures, hardware development and fundraising setbacks, then discusses brand, product management and international expansion.
50:15ENAI Assistants That Shop, Remember and Connect PeopleAnish Acharya, Josh Elman, David Pawlan · a16zDavid Pawlan joins Anish Acharya and Josh Elman to compare personal agents, explore trust and discuss what social and shopping assistants might become.
44:42ENAdam Tornhill on AI-Friendly Code and Sustainable Agentic DevelopmentAdam TornhillAgentic coding can accelerate delivery, but complexity can erase the gains. Adam Tornhill presents code-health research and a large-scale refactoring case study.
1:14:57ENMartin Casado on AI Infrastructure, Venture Investing, and Strategic AcquisitionsGuest Martin Casado · Host Patrick O’ShaughnessyThe a16z investor explains his framework for disruptive technology, why AI changes the role of capital, and what he looks for in strategic deals.
14:15ENHow Ramp Applies Smaller Models, KV-Cache Cartridges and Agent SwarmsAlexander Shevchenko · RampAlexander Shevchenko explains three applied research projects that trade latency and cost against task-specific accuracy and operational complexity.
15:12ENDillon Rolnick on AI Vendor Lock-In and Open Agent FoundationsDillon Rolnick · Nous ResearchThe Nous Research CEO argues that businesses should retain control over their agent stack, presenting his company’s Hermes Agent as one option.
1:12:24ENBehind Latent Space: swyx and Galen Gao on AI Engineers, SaaS, and ShanghaiGuest Shawn Wang (swyx) · Host Galen GaoShawn Wang and Galen Gao trace the growth of the AI Engineer community and discuss what coding agents mean for small businesses.
51:06ENKent Beck on AI Coding, the Forest, and Human NeedsKent BeckAI amplifies the conditions in which software teams work. Kent Beck argues for preserving future options and designing tools around human needs.
18:50ENPim de Witte on Training Visual Action Models with Video GamesPim de Witte · General IntuitionThe General Intuition founder describes using game recordings and controller actions to train systems intended for both computer use and robotics.
19:12ENWhy AI Agents Need Reliable Processes to Scale Across a CompanyMitchell Troyanovsky · BasisBasis co-founder Mitchell Troyanovsky explains behavior specifications, trajectory forks and simulations for production agents.
42:39ENHow the Midterms Could Reshape the 2028 Data Center BuildoutGuest Maya Barkin, Wayne Ma, Jeremie Eliahou Ontiveros · Host Jordan NanosSemiAnalysis examines permitting, grid costs and the local backlash behind a more uncertain US data center pipeline.
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